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Morgan Stanley

1,850 hedge funds and large institutions have $139B invested in Morgan Stanley in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 752 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,850
Holders Change
+45
Holders Change %
+2.49%
% of All Funds
26.76%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
176
Increased
752
Reduced
654
Closed
108
Calls
$3.28B
Puts
$3.82B
Net Calls
-$547M
Net Calls Change
-$99.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
1476
Prosperity Consulting Group
Maryland
$256K +$256K +2,455 New
AA
1477
Advisory Alpha
Michigan
$255K -$1.77K -17 -0.7%
IGAM
1478
iA Global Asset Management
Quebec, Canada
$255K +$8.33K +80 +3%
CP
1479
Castleview Partners
Texas
$254K +$11.4K +109 +5%
PRI
1480
Prepared Retirement Institute
Pennsylvania
$254K
BTW
1481
Boston Trust Walden
Massachusetts
$253K
KA
1482
Klingman & Associates
New York
$252K +$7.4K +71 +3%
SWA
1483
Sax Wealth Advisors
New Jersey
$252K +$7.19K +69 +3%
BTWM
1484
Baker Tilly Wealth Management
Wisconsin
$252K -$183K -1,756 -42%
PL
1485
Plancorp LLC
Missouri
$252K +$3.65K +35 +1%
BSB
1486
Bangor Savings Bank
Maine
$251K
IC
1487
Iconiq Capital
California
$251K +$251K +2,406 New
FAFN
1488
First Affirmative Financial Network
Colorado
$251K -$44.5K -427 -15%
AO
1489
Advisor OS
Illinois
$250K +$12.8K +123 +5%
HWM
1490
Horizon Wealth Management
Illinois
$250K +$313 +3 +0.1%
DWG
1491
Darden Wealth Group
Michigan
$250K
FCM
1492
Firestone Capital Management
Florida
$250K +$313 +3 +0.1%
WI
1493
Wintrust Investments
Illinois
$249K -$2.48M -26,407 -91%
KMWM
1494
Keudell/Morrison Wealth Management
Oregon
$249K +$249K +2,385 New
CBT
1495
Central Bank & Trust
Kentucky
$248K
GWM
1496
Gitterman Wealth Management
New Jersey
$247K
KF
1497
KKM Financial
Illinois
$244K
CT
1498
Chicago Trust
Illinois
$244K -$4.59K -44 -2%
VanEck Associates
1499
VanEck Associates
New York
$244K +$244K +2,066 New
AA
1500
Argent Advisors
Louisiana
$244K